Registered Training Organisation/Consultant Quote Form

RTO and Training Consultants
Proposal Form
RIVERS INSURANCE
BROKERS PTY LTD
23 Balaclava Street,
Woolloongabba Qld 4102
PO Box 518, Annerley Qld 4103
T 07 3028 9494
F 07 3891 3111
E admin@riversinsurance.com.au
www.riversinsurance.com.au
ABN 28 010 242 681 | AFS Lic. 247093
RTO and Training
Consultants
Proposal Form
PLEASE ANSWER QUESTIONS FULLY, USE BLOCK LETTERS AND TICK APPROPRIATE BOXES
1
Name of the entity and ABN (include all subsidiary companies, trading names & trustees for whom cover is required)
ABN
2
Telephone Number
Fax Number
Email Address
Website Address
3
Address of Principal Office
Suburb
4
Total Number of Principals and Staff:
5
Date you commenced business operations:
6
Please provide a detailed description of the type of training provided:
State
Postcode
Continue
Rivers Insurance Brokers Pty Ltd ABN: 28 010 242 681 AFS 247093
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RTO and Training Consultants
Proposal Form
Please state the fee income derived from each of the following services within Australia and NZ:
7
Training Services
Past 12 months
Next 12 months
Accredited Training
$
$
Non Accredited Training
$
$
Other Professional Services
$
$
TOTAL
$
$
Do you require cover for other professional services noted above?
8
Yes
No
If “Yes,” please provide further information regarding these professional services along with details of relevant experience and qualifications
to perform these services.
Stamp Duty Declaration – Please provide a breakdown of percentages in fee income by location as follows.
9
NSW
VIC
%
10
QLD
%
SA
%
WA
%
TAS
%
ACT
%
NT
%
Are you represented in any way outside Australia?
O/S
%
%
Yes
No
If “Yes”, please complete the following:
Country
Fees
Number of Staff
Services
PLEASE ANSWER QUESTIONS FULLY, USE BLOCK LETTERS AND TICK APPROPRIATE BOXES
11
Do you have an NTIS Registration in respect of the accredited training courses you provide
Yes
No
12
Are you a member of a professional association?
Yes
No
Yes
No
N/A
If “Yes,” please provide details
13
Do you have other Professional Indemnity Insurance in force?
If “Yes,” please provide details
Name of Insurer
14
Renewal Date
Please state Limit of Indemnity required under this insurance:
$1,000,000
$2,000,000
$5,000,000
Rivers Insurance Brokers Pty Ltd ABN: 28 010 242 681 AFS 247093
Other $
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RTO and Training Consultants
Proposal Form
BREAKDOWN OF TRAINING SERVICES
15
Please detail the approximate percentage of your fee income derived from the following classes of training:
CLASS
TYPE OF TRAINING
EXAMPLE
PERCENTAGE
CLASS A
Class Room & on-line / distance education
training – which does not include a physical
component.
Trainer provides training in a traditional classroom environment i.e. one in which uses a black
board, white board, power point presentations,
overhead projector training, reading or language
teaching, computer training. Etc
%
CLASS B
Class Room training where a minor physical
component within the training is provided.
Trainer provides training in arts and crafts such
as painting, calligraphy, knitting, origami, music
teachers, sculpture, pottery, card marking) etc.
Any use of machinery should not be classed in
this category. Etc
%
CLASS C
Indoor Training where the training provided
includes a physical component
Yoga, dance instructors, woodwork, tai chi,
fitness instructor, hairdressing. Etc
%
CLASS D
Outdoor Training
Includes any minor to severe physical training.
Driver training, snorkeling, martial arts instructors, weapons instructors, operation of machinery and or equipment. Etc
%
TOTAL
100%
16
What does the indoor practical training entail? (if applicable)
17
What does the outdoor practical training entail?
18
Is the training carried out in a third party facility or is the facility owned by you?
19
What is the maximum height at which the training takes place and what types of machinery is utilised?
20
Are trainees suitably attired in protective clothing when undertaking training and does the trainer follow
Personal Protective Equipment (PPE) guidlines?
Yes
No
21
Is the training area cordoned off with appropriate signage erected and away from public access?
Yes
No
22
What is the trainer to trainee ratio?
23
Do you require cover for students who are placed in the workforce to gain practical work experience as a
pre-requisite to obtaining their qualifications/certificate?
Yes
No
Rivers Insurance Brokers Pty Ltd ABN: 28 010 242 681 AFS 247093
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RTO and Training Consultants
Proposal Form
If “Yes,” please advise what professional services are being performed by students on placement.
Important Note:
Note where the insurer provides cover for these services, insurance may be restricted to services performed whilst under the supervision of
a qualified employee of the host company (where these services are offered and arranged by you). Additional premium may be applicable in
these circumstances.
CLAIMS & CIRCUMSTANCE DETAILS
Has any claim been made against you or any principal, partner, director, consultant or employee in
a) respect of the risks to which this proposal relates?
Yes
No
b) Have you or any principal, partner, director, consultant or employee incurred any other loss or expense
which might be within the terms of cover?
Yes
No
24
If yes in either case, please attach separate sheet providing full details including what action has been taken to prevent a
recurrence of the situation which gave rise to each claim or loss.
25
Is any principal, director, partner, consultant, or employee, after enquiry, aware of any circumstances which might:
a) Give rise to a claim against you or any predecessors in business or any of the present or former partners,
principals, directors, consultants or employees?
Yes
No
b) Result in you or any predecessors in business or any of the present or former partners, directors,
consultants employees, or principals incurring any losses or expenses which might be within the terms
of this cover?
Yes
No
c) Otherwise affect the Company’s consideration of this insurance?
Yes
No
If “Yes,” in any case, please attach separate sheet providing full details.
IT IS AGREED THAT IF SUCH FACTS, CIRCUMSTANCES OR SITUATIONS EXIST, WHETHER OR NOT DISCLOSED, ANY CLAIM
ARISING FROM THEM IS EXCLUDED FROM THIS PROPOSED COVERAGE
PUBLIC AND PRODUCTS LIABILITY
26
Public and Products Liability – Optional Separate Policy
Important Note:
Please note that this optional extension for public and products liability is offered on an “occurrence basis”. This means that the
Policy responds to Claims that occur during the policy period.
Yes
a) Do you require a quote for public and products liability?
No
If “Yes,” Please answer the following:
(i) Indicate the limit of indemnity required
$10,000,000
(ii) Do you engage contractors/sub-contractors?
$20,000,000
Yes
No
Yes
No
If “Yes,” - Please provide details of their activities and estimated annual payments?
(iii) Have any claims ever been made against you, your predecessors in business or any of the present or past
Partners or Directors in relation to Public and Products Liability Insurance?
If you have answered Yes to question 26 (a) (iii) above, please provide additional details in the space provided below. (Include such details
as date occurred, nature of claim, whether finalised, total cost of claims and whether it remains outstanding or is finalised)
Rivers Insurance Brokers Pty Ltd ABN: 28 010 242 681 AFS 247093
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RTO and Training Consultants
Proposal Form
GENERAL INSURANCE INFORMATION
27
20. Has any insurer, in respect of the risks to which this proposal relates, ever:
a) declined your proposal, refused renewal or terminated any insurance?
Yes
No
b) declined
an insurance claim by you or reduced its liability to pay an
insurance claim in full (other than by application of an excess)?
Yes
No
If “Yes,” in either case, please provide details:
DECLARATION
I / We the undersigned duly authorised person(s) declare that:
i.
I am / we are authorised by each of the entities to sign this Proposal Form; and
ii.
The above statements are correct, true and complete; and
iii.
No information material to this Proposal Form has been withheld; and
iv.I/we have read the important facts which you have put before me / us and I / we understand the advice given in relation to
necessary and detailed enquiries in order to comply with the duty of disclosure; and
v.I / we undertake to inform the insurer of any material alteration to these facts occurring before completion of the contract of
insurance; and
vi.I / we undertake to inform the insurer of any material alteration to these facts occurring before completion of the contract of
insurance; and
vii.I / we acknowledge that the Insurer relies on the information and representations in this Proposal Form and otherwise made by
me / us in relation to this insurance.
Signature
Date
/ /
Name of Partner(s) or Director(s):
On Behalf of:
* Insert Name of Firm
PLEASE READ THE FOLLOWING IMPORTANT NOTICES
Your Duty of Disclosure
Before you enter into a contract of general insurance with an insurer, you have a duty at law to disclose to the insurer every matter that you know,
or could reasonably be expected to know, is relevant to the insurer’s decision whether to accept the risk of the insurance and, if so, on what terms.
You have the same duty to disclose those matters to the insurer before you renew, extend, vary or reinstate a contract of general insurance. Your
duty however does not require disclosure of matter:
• That diminishes the risk to be undertaken by the Insurer;
• That is of common knowledge;
• That Your insurer knows or, in the ordinary course of its business, ought to know;
• As to which compliance with your duty is waived by the insurer
Non-Disclosure
If you fail to comply with your duty of disclosure, the insurer may be entitled to reduce their liability under the contract in respect of a claim or may
cancel the contract. If your non-disclosure is fraudulent, the insurer may also have the option of avoiding the contract from its beginning.
Privacy Notice
We are bound by the National Privacy Principles of the Privacy Act 1988 (CTH) when we collect and handle Your personal information. The
Personal information we collect in connection with this insurance is needed to enable us to evaluate your application and to administer your
insurance cover. You may request us to provide you with a copy of that information, except information that has been provided to us in confidence.
We are entitled to disclose your personal information to other persons, such as insurers, reinsurers, loss assessors and claims consultants.
Rivers Insurance Brokers Pty Ltd ABN: 28 010 242 681 AFS 247093
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